FWL INVESTMENT MANAGEMENT, LLC
Position in PFG — Principal Financial Group Inc
CIK 1829231
Dallas, TX
Position in PFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,241
+$722 QoQ
Shares Held
380
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FWL INVESTMENT MANAGEMENT, LLC holds $604,978 across 4 Asset Management names. PFG ranks #3 (5.7% of the industry book) .
All Filings in PFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,241 | 380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,519 | 380 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,505 | 380 | Shares | Sole | 2025-11-17 | |
| 2024-03-31 | $3,452 | 40 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $3,356 | 40 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||